Trust uw Dorothy Wagner Wallis
Trust uw Dorothy Wagner Wallis is a private foundation, based in BALTIMORE, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $904K in total assets. In 2024, it awarded 8 grants totaling $163K. Net investment income was $72K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$904K
-9.0% YoY
Annual Giving
$163K
-61.8% YoY
Grant Count
8
+14.3% YoY
Avg Grant Size
$20K
-66.5% YoY
Under IRS private-foundation payout rules, Trust uw Dorothy Wagner Wallis reported a distributable amount of $165K for 2024 — the minimum it must pay out in qualifying distributions.
About Trust uw Dorothy Wagner Wallis
Based on IRS filings
Trust uw Dorothy Wagner Wallis is a private foundation, based in BALTIMORE, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $904K in total assets. In 2024, it awarded 8 grants totaling $163K. Net investment income was $72K.
Ready to take the next step with Trust uw Dorothy Wagner Wallis?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $903,968 | $993,765 | $1,040,303 |
| Revenue | $96,081 | $110,910 | $93,106 |
| Expenses | $192,131 | $454,627 | $131,401 |
| Qualifying Distributions | $166,795 | $429,871 | $104,117 |
| Net Investment Income | $72,057 | $87,083 | $66,834 |
| Distributable Amount | $164,624 | $156,041 | $179,497 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
39 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Action in Maturity Inc ($69,747), Baltimore Museum of Art ($61,560), St Mary's Outreach Center ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Action in Maturity Inc Baltimore, MD | unrestricted | $69,747 |
| Baltimore Museum of Art Baltimore, MD | unrestricted | $61,560 |
| Friends of Boroume Inc Baltimore, MD | unrestricted | $1,500 |
| Goodwill Industries of the Chesapeake Inc Baltimore, MD | unrestricted | $5,000 |
| Maryland SPCA Baltimore, MD | unrestricted | $5,000 |
| St Mary's Outreach Center Baltimore, MD | unrestricted | $10,000 |
| The League for People with Disabilities Inc Baltimore, MD | unrestricted | $5,000 |
| The Salvation Army Baltimore, MD | unrestricted | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Frederick S Koontz | Trustee | 1 | — |
Frequently Asked Questions
How large is Trust uw Dorothy Wagner Wallis?
As of 2024, Trust uw Dorothy Wagner Wallis holds $904K in total assets with $96K in annual revenue. It awarded 8 grants totaling $163K in 2024.
Where does Trust uw Dorothy Wagner Wallis operate?
Trust uw Dorothy Wagner Wallis has awarded grants in Maryland.
What size grants does Trust uw Dorothy Wagner Wallis award?
In 2024, Trust uw Dorothy Wagner Wallis awarded 8 grants totaling $163K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is Trust uw Dorothy Wagner Wallis required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Trust uw Dorothy Wagner Wallis reported a distributable amount of $165K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Trust uw Dorothy Wagner Wallis's EIN?
Trust uw Dorothy Wagner Wallis's EIN (Employer Identification Number) is 52-6605828. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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